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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
800 S Broadway Suite 207, Walnut Creek, CA 94596 • United States
44 Montgomery Street Suite 2950, San Francisco, CA 94104 • United States
1700 Soscol Avenue Suite 2, Napa, CA 94559 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp. | Napa | CA | 01/2001 | 01/2025 |
| Osaic Wealth, Inc. | San Francisco | CA | 01/2025 | Present |
1)PHILLIP CORDANO, 1700 SOSCOL AVE., SUITE 2, NAPA, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER HEALTH, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 11/2001 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15 2) RAY CORDANO FAMILIA LP 669 BRICKYARD DR SACRAMENTO, CA 95831 CATEGORY: LEGAL ENTITY LLC INVESTMENT-RELATED: NO TITLE: LIMITED PARTNER DUTIES: RAY CORDANO FAMILIA LP (FAMILY LIMITED PARTNERSHIP TO OWN REAL ESTATE HOLDINGS - MR. CORDANO IS A PASSIVE MEMBER) START DATE: 01/01/2000 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3)PHILLIP CORDANO/FUSION WEALTH ADVISORS 1700 SOSCOL AVENUE SUITE 2, NAPA, CA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER HEALTH, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE START DATE: 11/2001 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-10 |
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